Overview
Marketing Administrator – Wealth Services
Location - On-Site
At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Marketing Administrator who will contribute to client relationships, financial strategy, and operational excellence.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
Why Alera Group

• Meaningful Impact - Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning - Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture - Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
  

Responsibilities
What You’ll Do / Your Impact
Client Experience & Advisory Support

• Support marketing and business development activities that generate prospective client engagement, including workshops and outreach events
• Assist with fulfillment operations by coordinating internal letters and working with external mail house vendors to ensure accurate and timely delivery
• Handle inbound and outbound phone calls in a professional, warm, and brand‑consistent manner
• Perform accurate data entry following marketing events and workshops, capturing attendee and lead information in a timely manner
  

Operational & Compliance Excellence

• Track and manage inventory of educational materials, print collateral, and office supplies, ensuring stock levels are maintained and replenished proactively
• Monitor and replenish marketing materials across satellite offices, including travel within Connecticut as needed
• Maintain organized records and ensure data accuracy within CRM or data entry systems
• Ensure administrative processes align with internal standards and support consistent brand execution
  

Growth & Retention

• Support business development initiatives by ensuring marketing materials and fulfillment operations are executed efficiently
• Help maintain a positive experience for prospective clients through timely follow‑up and accurate information handling
• Contribute to team effectiveness by adapting to shifting priorities and supporting ongoing marketing initiatives
  

Qualifications
What You Bring
Required

• Strong organizational skills with exceptional attention to detail and follow‑through
• Excellent verbal and written communication skills, including comfort representing the firm professionally by phone
• Ability to manage multiple tasks simultaneously and prioritize effectively in a fast‑paced environment
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
  

Preferred

• Experience in a marketing or administrative support role
• Experience with CRM or data entry systems
• Associate’s or Bachelor’s degree, or equivalent professional experience
  

Core Competencies

• Analytical mindset
• Relationship‑building
• Integrity and discretion
  

Additional Information
Compensation -
Salary range - $59,000 – $68,000 per year
Benefits -
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model -
This role is In-Office
Professional Development – Alera Group Academy
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to -

• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities
  

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
Licensure & Certifications (If Applicable)
This position may require -

• Active FINRA licenses required or ability to obtain within the agreed upon timeline after hire.
• CFP® preferred or encouraged
• Ongoing continuing education to maintain active status
  

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

• Office
  

Location Type
In-Office